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We are looking for a Senior Financial Analyst to support financial planning and performance analysis for a leading mortgage lending organization in Dallas, Texas. This role partners with business leaders to evaluate results, highlight meaningful trends, and deliver insights that support sound decision-making. The ideal candidate brings strong analytical ability, a solid understanding of financial modeling and variance analysis, and the confidence to handle complex assignments with minimal oversight.
Job Responsibility
Evaluate financial performance by reviewing actual results against budgets, forecasts, and operating expectations
Investigate variances, identify emerging trends, and present practical recommendations that help improve business outcomes
Prepare and reconcile financial data by validating transactions, correcting discrepancies, and maintaining accurate records
Support the integrity of reporting systems by entering, reviewing, and safeguarding financial information and database content
Complete complex short- and long-range analytical assignments while exercising sound judgment on non-routine issues
Act as a knowledgeable resource for financial analysis matters, offering guidance to less experienced team members when escalations arise
Collaborate with colleagues and business stakeholders to communicate financial findings and explain technical information clearly
Contribute to team development by assisting with onboarding, training, or day-to-day oversight of entry-level staff when needed
Requirements
3+ years of experience in financial analysis, preferably within the mortgage or financial services industry
Bachelor's degree in Finance, Business, Accounting or related
Demonstrated skill in financial modeling, forecasting, and ad hoc analysis
Strong ability to perform variance analysis and translate data into actionable business recommendations